Mutual Funds - Profile

Harbor Overseas Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a diversified portfolio of non-U.S. securities.

In selecting securities for the portfolio, the team relies on quantitative factors, such as valuation, earnings, quality, price patterns, economic data, and risk.

Additionally, the research team integrates environmental, social and governance factors as More

Price

  • Last Close
  • $12.47
    +0.1
  • 52 Week HL
  • $13.1 - $10.8
  • Net Assets
  • $20 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Roche Holding 3.0
ASML Holding 2.6
Novartis AG 2.3
Siemens AG 2.1
Koninklijke Philips 1.8
Company Holding
Kone OYJ 1.7
Wolters Kluwer 1.7
Novo Nordisk 1.6
Daimler AG 1.6
Epiroc AB 1.5
Total 19.9%

Manager

  • Name
  • Brendan O. Bradley
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Acadian Asset Management LLC

Documents

  • Prospectus
  • Annual Reports

Performance
-2.6 % YTD

  • 3 Year
  • 12.65%
  • 5 Year
  • 0%
  • Best
  • 11.81%
    2020
  • Worst
  • -2.58%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HAORX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.7% 7% -20.6% - - - - - - - -
Q2 - 7.8% 17.6% 0.3% - - - - - - -
Q3 - 5.1% 5.6% -2.4% - - - - - - -
Q4 - -6% 13.4% 7% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -2.6% - - - - - - - - - - -
2021 0.5% 2.8% 3.5% 4.3% 3.8% -0.4% 2% 1.6% 1.3% -3.5% -3.4% -5%

Annual
Return

Index Comparison

Alpha

NAV